Is there a way for me to get to know which donation form a gift came from?
I am looking to integrate with Raisers edge NXT and wanted to see if there is any way that I can get to know which form was used for a Gift record.
I am not able to find any form id or anything in the Gift record that I am fetching from Get Gifts API
Comments
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@Aman Bharti Hi! I moved this over to the Raiser's Edge NXT discussion board in hopes of getting you an answer!
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@Aman Bharti the RENXT donation form name is automatically written along with gift records as a Custom Field (IE Attribute) with the name of “Donation Form Name”.
Hope this helps!1 -
I am looking to integrate with Raisers edge NXT and wanted to see if there is any way that I can get to know which form was used for a Gift record.
I am not able to find any form id or anything in the Gift record that I am fetching from Get Gifts APIWhat tool are you trying to integrate with RENXT? It sounds like an online donation form, and while the available forms in webview have some issues, they are definitely worth reviewing to see if they will meet your needs. If they do, as Sam McGuin mentions, the form name is automatically added to the gift record.
Karen
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@Aman Bharti - You'll need to look for “Gift Custom Fields” within the Gift API. From there filter the result to locate the with a category of “Donation Form Name” – value will contain the text name of the form.
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Hi @Austen Brown,
Thanks for the response.I’ve created a custom gift field named "Donation Form Name" (Text, Required, Allow only one per record) and confirmed it works when creating a gift manually. I was able to retrieve the value using:
GET https://api.sky.blackbaud.com/gift/v1/gifts/{gift_id}/customfields
My question is: when a donation is submitted through a Blackbaud-hosted donation form and a gift is automatically created in RE NXT, will this custom field ("Donation Form Name") be auto-populated with the form name? Or would we need to handle this mapping ourselves?
Our intended flow looks like this:
Receive a webhook for gift-added with gift_id and constituent_id
Fetch the gift via GET /gift/v1/gifts/{gift_id}
Fetch its custom fields via GET /gift/v1/gifts/{gift_id}/customfields
At step 3, will we receive the donation form name in the response, assuming the field exists?
Second question:
Are there any preconditions or settings the RE NXT user must configure for this to work?Does the donation form need to be set up in a specific way?
Is there an org-level setting that must be enabled?
I assume all the users will need to add a custom field “Donation Form Name" in gift settings.Since this is part of an external integration, we won’t have control over the customer’s RE configuration, so understanding these dependencies would be very helpful.
If needed, we’re considering creating the custom field category for users via the API:
POST https://api.sky.blackbaud.com/gift/v1/customfieldcategories
(Referencing the "GetOrCreateGiftCustomFieldCategory" operation)Thanks again!
Abhinav0 -
@Abhinav Yadav - Glad it's working for you! Gifts received through NXT donation forms (Online Giving forms) should have the “Donation Form Name” custom field automatically applied by the system. To my knowledge there is nothing your colleagues need to do when setting up the form or when it comes to user permissions to ‘make sure’ this is enabled, it simply is.
I do know of some instances where for an unknown reason this may not be applied, no rhyme or reason as to why this happens. As such, I'd build into your webhook an error exception for how to handle gifts that may be missing the custom field.
Hope this helps!1
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